Probate Intake Sales Consultant jobs in United States
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Robbins Estate Law · 5 days ago

Probate Intake Sales Consultant

Robbins Estate Law is one of the fastest-growing estate and probate firms in Texas, dedicated to helping families navigate probate with clarity and professionalism. They are seeking a senior sales professional to manage probate intake calls, guiding families through critical decision-making processes with empathy and authority.

Law Practice
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Responsibilities

Handle inbound probate intake calls (phone and Zoom)
Lead 45–75 minute consultative conversations
Speak with a mix of professional, business-like callers and emotionally sensitive families
Present pricing confidently based on attorney-reviewed information
Close qualified clients at a high conversion rate
Take clean, structured notes and hand off files accurately to the legal team
Maintain high standards for empathy, clarity, and professionalism
Participate in ongoing coaching and performance reviews

Qualification

Consultative sales experienceEmpathy in conversationsHigh conversion ratesFinal expense salesLife insurance salesProbate knowledgeStructured note-takingProfessionalismEmotional intelligence

Required

7–15+ years of experience in a demanding, consultative sales environment
Experience handling inbound + outbound sales: 5 years
Comfortable discussing death, loss, finances, and major life transitions
Ability to be empathetic without being emotionally fragile
Ability to slow a conversation down, take control, and lead
Thrives in structured, high-responsibility roles
Wants to be paid well for doing meaningful, high-level work

Preferred

Final expense or life insurance sales
Probate or estate-focused real estate
Financial services or high-ticket consultative phone sales

Benefits

401(k)
Health insurance
Paid time off
Work from home

Company

Robbins Estate Law

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At Robbins Estate Law, we specialize in comprehensive estate planning and probate services tailored to meet the unique needs of each client, and their families.

Funding

Current Stage
Early Stage
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